See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,785 | $214,378-15.2% | $200,582-9.4% | $142,382+27.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.47% | 46.41%-27.9pp | 42.33%-23.9pp | 217.08%-198.6pp |
| Employer contribution / active EE | $24,835 | $6,841+263.0% | $6,419+286.9% | $4,299+477.7% |
| Participant deferral / active EE | $19,033 | $9,865+92.9% | $9,331+104.0% | $6,507+192.5% |
| Admin fee / account holder | $717 | $17,692-95.9% | $16,305-95.6% | $12,624-94.3% |